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Stocks With The Most
New Fund Positions

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Net new
positions 		New positions Closed positions Return since
31 Mar ‘25
PBFS icon
3176
Pioneer Bancorp
PBFS
$433M
4 9 5 47.5%
MCI
3177
Barings Corporate Investors
MCI
$343M
4 7 3 28.8%
CAPL icon
3178
CrossAmerica Partners
CAPL
$828M
4 8 4 11.7%
MMD
3179
MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD
$280M
4 13 9 1.06%
SKYH icon
3180
Sky Harbour Group
SKYH
$382M
4 7 3 14.9%
FLTB icon
3181
Fidelity Limited Term Bond ETF
FLTB
$415M
4 10 6 0.24%
AVSF icon
3182
Avantis Short-Term Fixed Income ETF
AVSF
$653M
4 8 4 0.94%
VTEC icon
3183
Vanguard California Tax-Exempt Bond ETF
VTEC
$2.8B
4 15 11 0.47%
SYFI
3184
AB Short Duration High Yield ETF
SYFI
$925M
4 9 5 0.11%
PFLD icon
3185
AAM Low Duration Preferred and Income Securities ETF
PFLD
$414M
4 11 7 3.42%
FID icon
3186
First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF
FID
$169M
4 7 3 31.2%
NB
3187
NioCorp Developments
NB
$737M
4 11 7 157%
SCM icon
3188
Stellus Capital Investment Corp
SCM
$245M
4 12 8 39.6%
HTAB icon
3189
Hartford Schroders Tax-Aware Bond ETF
HTAB
$289M
4 8 4 1.46%
JRS icon
3190
Nuveen Real Estate Income Fund
JRS
$244M
4 10 6 2.55%
LNAI
3191
Lunai Bioworks
LNAI
$11M
4 10 6 94.4%
SEVN
3192
Seven Hills Realty Trust
SEVN
$175M
4 7 3 38.2%
LION icon
3193
Lionsgate Studios
LION
$3.85B
4 10 6 73.1%
CTGO icon
3194
Contango Silver & Gold Inc
CTGO
$612M
4 10 6 78.8%
ISSC icon
3195
Innovative Solutions & Support
ISSC
$367M
4 11 7 226%
GLDG
3196
GoldMining Inc
GLDG
$207M
4 14 10 13.5%
HELP
3197
Cybin Inc
HELP
$688M
4 13 9 75.1%
SLND icon
3198
Southland Holdings
SLND
$33.3M
4 7 3 79.5%
RSPR icon
3199
Invesco S&P 500 Equal Weight Real Estate ETF
RSPR
$101M
4 10 6 2.58%
FEIM icon
3200
Frequency Electronics
FEIM
$815M
4 10 6 375%
126 127
128
129 130